# Hartson-Kennedy, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hartson-kennedy-cabinet-top-co-in-401k-plan

> Hartson-Kennedy, INC.'s 401(k) plan: 235 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hartson-Kennedy, INC.

- **Sponsor EIN:** 351113530

- **Sponsor Address:** 522 W. 22ND ST., MARION, IN, 46953

- **Plan Type:** 401(k)

- **Total Participants:** 235

- **Total Assets:** $10.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|235|$10.3M|$76,387|$544,994|

| 2023|218|$9.4M|$67,307|$523,505|

| 2022|181|$8.4M|$74,130|$535,663|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CLARK, SCHAEFER, HACKETT & CO.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$23,801|$8,796|—|—|—|

| 2023|$21,528|$8,113|—|—|—|

| 2022|$23,798|$9,594|—|—|—|

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